Who they are
Insight
As at Fri 9 Oct 2026Admin and day-to-day operator of the Growth brain at Pellegrin Hart Benefits. She owns connectors, client-name clean-up and invitees, and asks 23% of questions over the last 90 days, a key-person risk.
Role: Client Service Operations Manager and platform admin since 26 May 2026. She connected the helpdesk, owns the CRM clean-up and the client list, and was named admin at the 28 May 2026 kickoff.
Influence: She shapes adoption and the security review, passing written answers to Ethan Brody. Allison Pereira sponsors and Gary signed the order form, so Monica is not the economic buyer.
Watch: She asked 567 of 2137 questions over the last 12 months (27%) and 517 of 2254 over the last 90 days (23%). Her replies were slow in June, and she raised a slow high priority ticket response.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pellegrin Hart Benefits | Client Service Operations Manager | admin | monica.starling@pellegrinhart.example |
Activity
- 9 Sep 2026ticketHow to build role dashboards
- 5 Aug 2026callPellegrin Hart Benefits / BG-Demo – Training
- 24 Jul 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 21 Jul 2026email threadOnboarding session: finding a time
- 17 Jul 2026ticketAdmin login access issue
- 16 Jul 2026ticketSearch results taking too long
- 15 Jul 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 10 Jul 2026email threadOnboarding: next session and who joins
- 3 Jul 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 30 Jun 2026email threadBooking the onboarding catch-up
- 24 Jun 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 18 Jun 2026email threadNext onboarding session
- 17 Jun 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 11 Jun 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 5 Jun 2026callPellegrin Hart Benefits / BG-Demo – Onboarding
- 3 Jun 2026email threadOnboarding session: finding a time
- 28 May 2026callPellegrin Hart Benefits / BG-Demo – Kickoff
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- 13 Mar 2026email threadFollow-up after the demo
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- 11 Mar 2026callPellegrin Hart Benefits / BG-Demo – Demo
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